HIW
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Holos Integrated Wealth’s Invesco Total Return Bond ETF GTO Stock Holding History

Holos Integrated Wealth’s Portfolio GTO Stock Details GTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.91K Hold
62
– – ﹤0.01% 325
2026
Q1 		$2.93K Buy
+62
New +$2.94K ﹤0.01% 323

Other funds holding GTO

RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Holos Integrated Wealth's GTO Position: Q2 2026 in Review

Holos Integrated Wealth held its Invesco Total Return Bond ETF (GTO) position steady in Q2 2026 at 62 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Holos Integrated Wealth first reported a position in GTO in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.93K in Q1 2026. 46 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • Holos Integrated Wealth held 62 shares of Invesco Total Return Bond ETF worth $2.91K as of Q2 2026.
  • Holos Integrated Wealth left its Invesco Total Return Bond ETF share count unchanged in Q2 2026.
  • Invesco Total Return Bond ETF made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #325 holding.
  • Holos Integrated Wealth first reported a position in Invesco Total Return Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Holos Integrated Wealth's Invesco Total Return Bond ETF position peaked at $2.93K in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.